Three lessons from a tumultuous 2026

For decades, Japanese investors looked overseas for income. Now, rising bond yields are giving them a much more viable alternative at home. Ben Powell, Chief Investment Strategist for the Middle East and APAC at the BlackRock Investment Institute, explains why that shift could ma ...  Show more

Analysts are raising corporate earnings forecasts even as long-term government bond yields move higher. These aren’t contradictory signals. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, explains why we think they’re telling the same story.General dis ...  Show more

Introducing Market take from the BlackRock Investment Institute. Market take is a quick, weekly, digest on what's driving markets, providing investing insights and analysis across asset classes, investment strategies and borders. You'll be able to hear Market take episodes rig ...

We refresh our strategic views. We up developed market (DM) sovereign bonds to neutral yet stay underweight long-term bonds. We trim DM stocks to neutral. Vivek Paul, Global Head of Portfolio Research shares our Market take.

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Vivek Paul, UK Chief Investment Strategist for the BlackRock Investment Institute joins host Oscar Pulido to discuss the rise of AI and its potential to deliver a productivity boom, the role of private markets in infrastructure, and how geopolitical dynamics are influencing in ...

As inflation remains high in many developed markets, emerging market central banks were quicker to hike interest rates coming out of the pandemic that helped to steady their economies. What opportunities and risks could we see from emerging markets as the rest of the year play ...